Waldron Private Wealth’s Carvana CVNA Stock Holding History

Waldron Private Wealth’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30,900	Closed	-$1.26M	–	332
2024 Q4	$1.26M	Buy	30,900 +15,470	+100%	+$695K	0.05%	141
2024 Q3	$537K	Sell	15,430 -110	-0.7%	-$3.16K	0.02%	239
2024 Q2	$400K	Sell	15,540 -475	-3%	-$9.56K	0.02%	267
2024 Q1	$282K	Buy	+16,015	New	+$195K	0.01%	324

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waldron Private Wealth's CVNA Position: Q1 2025 in Review

Waldron Private Wealth sold out of Carvana (CVNA) in Q1 2025, closing a stake of 30,900 shares — an estimated $1.26M sold.

Waldron Private Wealth first reported a position in CVNA in Q1 2024 and held it in 4 quarters. The position peaked at $1.26M in Q4 2024. 614 funds tracked by Wall St. Rank hold CVNA as of Q1 2025.

Waldron Private Wealth reported no remaining Carvana position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 30,900 Carvana shares in Q1 2025, an estimated $1.26M.
Waldron Private Wealth first reported a position in Carvana in Q1 2024 and held it in 4 quarters.
Waldron Private Wealth's Carvana position peaked at $1.26M in Q4 2024.
614 funds tracked by Wall St. Rank held Carvana as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.